If you do not see a linked account available in the drop down account selector, it is likely due to the fact that the account in question does not have approved trading permissions for the product. For instance, if you have 2 linked accounts and only 1 has approved US stock trading permissions, only that account with approved permissions will be reflected on the trading platform.
Another possible reason that an account would not appear in the drop down menu is that the account is not opened and/or funded. Once the account has been approved, marked as opened and funded, the account will appear in the drop down menu.
Trading permissions are required in order to provide customers with all the proper regulatory disclosures and provide customers with the ability to trade. The permissions may be elected at the time of application or upgraded at any time through Client Portal. In order to add trading permissions:
- Log in to Client Portal
- Select the User menu (head and shoulders icon in the top right corner) followed by Settings
- If you manage multiple accounts, select an account by clicking on the account number to popup the Account Selector.
- Under Account Settings find the Trading section
- Click on Trading Permissions
- Locate the product section, select Add/Edit or Request under the product and check the box next to whichever trading permission or program you want to request and click on CONTINUE.
- Review and sign the disclosures and agreements.
- Click CONTINUE and follow the prompts on screen.
Some Trading Permissions can take 24-48 hours or longer to review.